See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $50,000 |
FGMK, LLC6 years Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $17,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,310 | $65,061+295.5% | $143,757+79.0% | $66,914+284.5% |
| Participation rate | 79.8% | 65.2%+14.6pp | 80.3%-0.5pp | 69.8%+10.0pp |
| Annual return | 9.82% | -11.14%+21.0pp | -0.04%+9.9pp | 1.58%+8.2pp |
| Employer contribution / active EE | $5,204 | $2,361+120.5% | $4,951+5.1% | $2,544+104.6% |
| Participant deferral / active EE | $4,564 | $2,919+56.4% | $5,637-19.0% | $4,237+7.7% |
| Admin fee / account holder | $555 | $502+10.7% | $14,673-96.2% | $593-6.4% |